Financial Analyst - Financial Planning & Analysis

About the Role

Serena & Lily, a rapidly expanding home furnishings brand based in Sausalito, CA, invites applications for the position of Financial Analyst within the Financial Planning & Analysis (FP&A) team. Reporting directly to the VP of Finance, this dynamic role offers a valuable opportunity to gain deep insights into and impact both retail and e-commerce operations. The analyst will provide essential financial support to business stakeholders and executive leadership to facilitate prompt and well-informed decision-making and drive financial success.

Key Responsibilities

• Take the lead on budgeting and forecasting activities, supporting the creation and upkeep of the company's financial budget.
• Develop and manage dashboards and reports for the monthly financial package presented to the Board of Directors, as well as weekly reports for internal use.
• Conduct cross-departmental financial analyses that highlight important trends and insights, assisting business partners by creating performance tracking reports aligned with company goals.
• Monitor and analyze critical financial key performance indicators, providing actionable reporting.
• Identify opportunities to enhance team efficiency by streamlining and improving processes.

Qualifications

• Bachelor's degree in Finance, Accounting, or a related discipline.
• At least 3 years of advancing experience in investment banking, financial analysis, or FP&A roles.
• Background in the consumer retail or e-commerce sectors is preferred.
• Advanced proficiency with Microsoft Excel including pivot tables and complex functions.
• Experience using NetSuite or similar ERP systems, particularly with budgeting and planning modules.

Skills and Attributes

• Strong analytical capabilities to interpret complicated financial data and discern significant trends.
• Intellectual curiosity that motivates thorough understanding of business drivers.
• Excellent interpersonal and communication skills, adept at conveying complex financial information clearly to both finance and non-finance audiences.
• High attention to detail ensuring data accuracy and integrity.
• Ability to function autonomously as well as collaboratively within a team environment.
• Flexibility and adaptability to thrive within a fast-paced and shifting priority landscape.

Compensation and Benefits

• The expected base salary range for this position is $105000 to $125000 annually, adjusted based on individual experience, education, and skills.
• Employees and their families may opt into comprehensive medical, dental, vision, and life insurance plans.
• Participation in the company's 401k retirement plan is available.
• Full-time staff are entitled to twenty-one days of paid time off and seven paid holidays during the first year.